Production Hardening

Contacts

What is Contacts?

Contacts is an AI-native CRM — a customer platform whose data model, API, and permission system were designed with AI agents as first-class users. It ships with the things a sales team expects (companies, people, activities, a kanban deal pipeline, campaigns) and the things an agent-running team needs (typed API, agent service accounts, scoped permissions, and an audit log of every agent action).

How does Contacts work?

You create companies and contacts. Deals move through a kanban pipeline whose stages are data, not hardcode — Contacts validates every stage move against the sales process you define. Campaigns track outbound, and activities log every touch — calls, meetings, form submissions, page views. Every record is reachable through a typed REST API, with webhooks for every event, so your agents can read, write, and react without screen-scraping a UI built for humans.

What Contacts ships with

Seven features that make Contacts feel like a backend, not a sales tool with an API bolted on.

Agents Are First-Class Users

Agent service accounts with their own credentials and scoped permissions. Every agent read and write lands in the audit log. You always know what the robots did.

A Pipeline That Enforces Your Process

Deal stages are data, not hardcode. Define your sales process once; Contacts validates every stage move against it. Drag a deal where it can't go, and it tells you why.

Enrichment on Tap

Multi-provider enrichment pipeline with built-in rate limiting. New contact in, enriched record out — no per-seat data tool subscription stacked on top.

Campaigns & Playbooks

Campaign tracking plus a playbook engine that turns repeatable outbound motions into definitions your agents can execute.

Signals, Not Noise

Structured signals on contacts and accounts — the events worth acting on, separated from the activity feed nobody reads.

Companies, People, Activities

The objects every sales team knows, with custom fields and relationships — modeled agent-friendly from day one.

Native to the funnAI Stack

BookIt bookings and Pages form submissions land as records and activities automatically, with full campaign attribution. No connector, no Zapier.

Who is Contacts for?

Contacts is for founders, operators, and small revenue teams who already write code or run agents and want a CRM they can actually program against. If your current options are Salesforce (heavy, expensive, admin-required), HubSpot (sticky, fee-stacking), or Airtable-pretending-to-be-a-CRM, Contacts is the third option.

Why Contacts instead of Salesforce or HubSpot?

There are now three kinds of CRM. AI-bolted-on: a legacy CRM with AI features added to the page — a draft button, a score column. AI-native: a CRM whose schema, API, and permissions were designed for agents as first-class consumers. Agentic: AI-native, plus agents that execute. Salesforce and HubSpot are powerful platforms moving from the first category toward the third — at enterprise pricing and enterprise admin overhead. Contacts was born in the second category and is built for the third. If you're a Salesforce shop, Contacts complements rather than replaces — it's the clean layer your agents talk to. If you're not, it's the CRM you actually wanted: no admin certification, no per-feature paywall ladder, agents included.

Frequently asked questions

Is Contacts a replacement for Salesforce?
Not for enterprise Salesforce shops. Contacts is the AI-native data layer for teams who don't have Salesforce yet, or who want a clean agent-facing layer alongside their existing CRM. For Salesforce customers, Contacts complements rather than replaces.
Does Contacts have an API?
Yes — a typed REST API plus webhook events for every record change. The API is the primary interface. The UI is built on top of the same API your agents use.
What makes a CRM "AI-native"?
An AI-native CRM is one whose data model and API were designed with AI agents as first-class users — documented schema, scoped agent permissions, and audit trails of agent actions — rather than AI features added on top of a human-only system. Contacts ships all three today.
Can my agents write to Contacts safely?
Yes. Agents get their own service accounts with scoped permissions, and every action is audit-logged with who/what/when. Soft delete everywhere means nothing an agent does is unrecoverable.
How does Contacts work with BookIt and Pages?
BookIt bookings and Pages form submissions land in Contacts automatically as activities and contact records. No connector required. They share the same account.
Can I import my existing CRM data?
Yes. CSV import is supported today. Salesforce and HubSpot import connectors are on the roadmap. Talk to us during onboarding and we'll plan the migration with you.
What does Contacts cost?
Pricing is being finalized for Early Access. Plans will scale on number of contacts and seat count. Early Access users get founding-customer pricing locked in.
When will Early Access open up?
We're onboarding Early Access in waves alongside BookIt and Pages. Existing Funnelists customers get priority. Sign up and we'll email you when your spot is ready.

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Founding-customer pricing locked in for users who join during Early Access.

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